Ramp Accounts Receivable

Published: Oct 16, 2026
Duration 50m
Difficulty Beginner
- Credential For Completion
Rating 1 star 2 stars 3 stars 4 stars 5 stars

Average rating: 0 No reviews

This course equips Ramp partners to guide eligible clients through a controlled Accounts Receivable rollout. Participants learn to assess readiness, create and review invoices, set a collections process, handle payment matching and exceptions, and verify QuickBooks Online sync. By applying these workflows, partners can help clients move from agreement to payment while keeping customer communications and accounting decisions with the client’s finance team.

In order to successfully complete this course and earn 1 CPE credit, you must: - Complete the course content - Answer the review questions throughout the course - Complete the course quiz with a minimum of 75% accuracy within one year of course enrollment

For a list of key terms, check out our Course Glossary.

Looking for details on certificates, CPE credits, or support? Visit the FAQs.

Select Get Started below to begin.

Identify the client workflow, ownership decisions, and product boundaries that shape a responsible Receivables rollout.
Describe the connected invoice-to-cash workflow and recognize how Ramp’s agent-supported capabilities reduce manual work while retaining finance review.
Understand how to guide a client through agent-supported invoice creation while validating the information that affects cash and customer experience.
Distinguish invoice reminders from Collections agent drafts and establish a client-owned review and escalation process.
Explain how cash application reduces payment-matching work, recognize its current boundaries, and guide the client’s accounting review path.
Understand how to build a launch and post-launch plan that protects customer experience, accounting accuracy, and responsible expansion.

Partner Academy Tracks

Ramp Product Areas

All Topics

Ramp Accounts Receivable

By the end of this course, you will be able to:

Course content

Ramp Accounts Receivables

Course quiz

Tell us how we did

Claim and share your course certificate

Review

Warning: Closing this page may affect activity tracking!